353
edits
Changes
From All n One's bxp software Wixi
no edit summary
This article will cover how to add a contact manually, and view a records contact history and edit existing contacts.
[[File:WasteManagement-Prospects4.jpg|800px]]
The tab also displays an overview report detailing the total number of contacts submitted for this record.
[[File:WasteManagement-Contacts1.jpg|800px]]
==Adding a Contact==
To manually add a contact, click on the Create New Contact button under the Contacts Made tab, as demonstrated above. This will forward you to the Create A Contact interface. Most of the details will be filled in automatically directly from the Prospect or Customer record, so only the contact type and details need to be manually defined. Once you have filled in all details, click on Save Contact to proceed.
[[File:WasteManagement-Contacts2.jpg|800px]]
==View Contact History==
To view the Contact History, click on the View Existing Contacts button. All Contacts associated with this Prospect/Customer will be displayed for review. Note how both manually submitted contacts as well as automatically logged contacts such as record creation as logged displayed.
[[File:WasteManagement-Contacts3.jpg|800px]]
Clicking on the open button in the far left hand column of the list will display full information for that specific Contact.
[[File:WasteManagement-Contacts4.jpg|800px]]
